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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored financial advice.
- Company: Join a top independent wealth management firm known for ethical advice and client relationships.
- Benefits: Enjoy a competitive salary, bonuses, flexible working, and career progression opportunities.
- Why this job: Be part of a collaborative culture that values client care and personal growth.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and 3 years' experience.
- Other info: Hybrid work model with support for professional development and marketing.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
A leading, independent wealth management firm is seeking an experienced and client-focused Wealth Manager to join their high-performing advisory team. Known for delivering personalised financial planning solutions to high-net-worth (HNW) individuals, the firm offers a Chartered-standard environment with an unwavering commitment to ethical advice, long-term relationships, and financial wellbeing.
The business supports advisers with comprehensive back-office infrastructure, market-leading platforms, Marketing and Business Development and a collaborative culture that rewards both client care and commercial performance.
Responsibilities
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Build and manage a portfolio of HNW and UHNW clients.
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Deliver holistic, independent advice across pensions, investments, tax planning, protection, and estate planning.
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Conduct thorough fact-finds, cashflow modelling, and risk assessments.
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Work closely with paraplanners and admin teams to deliver exceptional client service.
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Maintain compliance with all FCA regulations and industry standards.
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Generate new business through referrals, professional connections, and networking.
Requirements
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Level 4 Diploma in Regulated Financial Planning (DipPFS) as a minimum; Chartered status (or working towards) preferred.
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Current CAS and SPS (or ability to obtain promptly).
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Minimum 3 years’ experience in a client-facing financial planning or wealth management role.
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Expertise in advising on pensions, ISAs, IHT planning, investment portfolios, and tax-efficient wrappers.
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Have a following of £10Million AUM after covenants
Desirable Skills:
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Strong interpersonal and communication skills.
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Entrepreneurial approach with high self-motivation.
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Integrity, discretion, and a client-centric mindset.
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Location: London or South East-based; other UK regions considered.
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Work Type: Hybrid (2-3 days office or client-facing, remainder remote).
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Travel: Required for in-person client meetings, as appropriate.
Salary & Benefits
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Base Salary: £90,000 – £130,000 per annum (depending on experience and qualifications).
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Bonus: 0.43% of new Assets Under Management (AUM) introduced.
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Structured career progression and equity opportunities (long-term).
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Paraplanning and administrative support provided.
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Marketing and business development support
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CPD support and funding toward Chartered status.
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Flexible working hours and a positive, inclusive team culture.
Wealth Manager employer: Ortus Psr
Contact Detail:
Ortus Psr Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Manager
✨Tip Number 1
Network with professionals in the wealth management industry. Attend events, seminars, and workshops where you can meet potential colleagues or clients. Building relationships can lead to referrals and insights about the firm you're interested in.
✨Tip Number 2
Stay updated on the latest trends and regulations in wealth management. This knowledge will not only help you in interviews but also demonstrate your commitment to providing ethical and informed advice to high-net-worth clients.
✨Tip Number 3
Consider reaching out to current employees at the firm through LinkedIn. Ask them about their experiences and any tips they might have for someone looking to join. This insider perspective can be invaluable.
✨Tip Number 4
Prepare to discuss your existing client portfolio and how you've successfully managed relationships in the past. Highlighting your experience with HNW clients and your approach to financial planning will set you apart during the interview process.
We think you need these skills to ace Wealth Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, particularly with high-net-worth clients. Emphasise your qualifications, such as the Level 4 Diploma in Regulated Financial Planning and any relevant achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's values and commitment to ethical advice. Mention specific experiences where you've successfully managed client portfolios and delivered tailored financial solutions.
Highlight Relevant Skills: In your application, focus on your interpersonal and communication skills, as well as your entrepreneurial mindset. Provide examples of how you've built client relationships and generated new business through networking.
Showcase Compliance Knowledge: Demonstrate your understanding of FCA regulations and industry standards in your application. Mention any relevant training or certifications that showcase your commitment to compliance and ethical practices in wealth management.
How to prepare for a job interview at Ortus Psr
✨Showcase Your Expertise
Make sure to highlight your experience in wealth management, particularly with high-net-worth clients. Be prepared to discuss specific cases where you've successfully managed portfolios and delivered tailored financial solutions.
✨Demonstrate Client-Centric Mindset
Emphasise your commitment to ethical advice and long-term client relationships. Share examples of how you've prioritised client needs and built trust, as this is crucial for a role focused on HNW individuals.
✨Prepare for Technical Questions
Expect questions related to pensions, investments, tax planning, and compliance. Brush up on current regulations and be ready to explain complex concepts in simple terms, showcasing your ability to communicate effectively.
✨Network and Build Connections
Discuss your strategies for generating new business through referrals and networking. Highlight any existing professional connections you have that could benefit the firm, demonstrating your proactive approach to business development.
